August Lentricchia is a registered investment advisor, based in Holbrook, NY, with 45 years of industry experience.
Location
550 Broadway Avenue, Suite A, Holbrook, NY, 11741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
August is an insurance agent for multiple companies, selling life insurance, fixed annuities, and Medicare insurance. August also prepares individual tax returns and helps clients invest money through Freedom Wealth Management, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Prime Capital Services, INC.Broker
Royal Alliance Associates, INC.Broker
Natwest Investor Services CorporationBroker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
F.S.G. Financial Services Group, INC.Broker
Investors Center, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
Investors Center IncorporatedBroker
Austin, Davenport Associates, INC.Broker
Ulysses Capital CorporationBroker
Macpeg Ross and Goldaber Securities, INC.Broker
First Affiliated Securities, INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.